Plan Ledger DOL Form 5500 · updated monthly

Advantis Global, LLC401(k)

ADVANTIS 401(K) PLAN · MILL VALLEY, CA · plan year 2022

Reported admin expense ratio · 2022
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Advantis Global, LLC reported $900 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (8,061st of 9,483), and 1,836th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$2,553,298
Participants with balances215
Active participants1,207
Employer contributions$0
Employee contributions$1,258,930
Employer contribution per active participant$0
Average account balance$11,876
Benefits paid to participants$162,502
Plan auditUnmodified (clean) audit opinion
AuditorREDWITZ, INC.
Administrative expenses, itemized · 2022
Professional / advisory$900
Total administrative$900
The Advantis Global, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Advantis Global, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$900 · 0.04%
Similar plansAdministrative & Support Services · California
Zenith Talent Corporation CA$2.6M · 0.30%
Marquee Staffing CA$2.6M · 1.08%
Red Cow, Inc. CA$2.5M · 0.06%
Moreno & Associates, Inc. CA$2.4M · 1.60%
Vertisystem Inc. CA$2.4M · 0.74%
Blueboard, Inc. CA$2.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208421792 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.